Harbour Wealth Management Group, Inc.
Q4 2025 13F Holdings
- Locationdaniel island, SC
- Num holdings
91
- Value ($000)
$127,865
- Date Filed02/19/2026
- Form type13F-HR
- CIK0002085855
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TR | ISHARES NEW | 464285204 | $13.14M | 10 % | 161,869 | ||
SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | $13.03M | 10 % | 394,729 | ||
ISHARES U S ETF TR | INT RT HDG C B | 46431W705 | $8.96M | 7 % | 95,991 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.86M | 4 % | 7,122 | ||
SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | $4.1M | 3 % | 91,769 | ||
APPLE INC | COM | 037833100 | $3.85M | 3 % | 14,178 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $3.85M | 3 % | 74,526 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A110 | $3.5M | 3 % | 19,636 | ||
ISHARES TR | MSCI INTL VLU FT | 46435G409 | $3.47M | 3 % | 91,306 | ||
TIDAL TRUST I | FOLIOBEYOND ALTE | 886364637 | $3.41M | 3 % | 94,366 |
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